Union Savings Bank
John E. Celli

John E. Celli

Vice President, Investment Portfolio Manager

“How you do anything is how you do everything.”

About

Guiding Your Journey from Career to Retirement with Confidence

With more than 26 years of experience in the banking and financial industry, John’s specialty is portfolio management. He joined The Wealth Group in 2009 and is responsible for managing client portfolios.

John is intricately involved in asset allocation strategies for the customer base. He previously held the position of Financial Specialist at Wachovia Bank and Financial Advisor for Ameriprise Financial. In addition, John holds several securities trading licenses including Financial Industry Regulatory Authority (FINRA) Series 7 and 66.

John is a member of the Danbury Chamber of Commerce and does volunteer work with the Newtown Scholarship Association.

John’s Niche

I enjoy assisting clients nearing retirement in the transition out of the work force and into retirement.

Core Values

Empowering clients to achieve their dreams through personalized wealth management that honors their unique values and priorities.

Insights

2026 Market Outlook: What to Watch in the Second Half
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The first half of 2026 reminded investors of an important truth: markets rarely move in a straight l...

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As we move toward the end of 2025, attention is turning to the year ahead. Economic conditions, inte...

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